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Baron Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Baron Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Hold
349
– – 0.07% 227
2026
Q1 		$228K Sell
349
-1,070
-75% -$731K 0.07% 230
2025
Q4 		$972K Buy
1,419
+1,073
+310% +$729K 0.3% 43
2025
Q3 		$232K Hold
346
– – 0.08% 201
2025
Q2 		$215K Buy
+346
New +$199K 0.08% 212
2025
Q1 		– Sell
-344
Closed -$202K – 226
2024
Q4 		$202K Buy
+344
New +$204K 0.1% 182

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Baron Wealth Management's IVV Position: Q2 2026 in Review

Baron Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 349 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #227.

Baron Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $972K in Q4 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Baron Wealth Management held 349 shares of iShares Core S&P 500 ETF worth $262K as of Q2 2026.
  • Baron Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Baron Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Baron Wealth Management's iShares Core S&P 500 ETF position peaked at $972K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.